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Record Retention Suggestion

Reduce your chance of becoming an identity theft victim by properly shredding your personal and business documents. Southside is pleased to provide you with the following records retention suggestions for shredding your important documents.

Personal Records Retention Suggestions*

Bank Statements/cancelled checks  6 Years
Birth certificates   Permanent 
Canceled stock and bond certificates   7 Years 
Correspondence – legal and important matters   Permanent 
Credit card statements   6 Years 
Custody agreements   Permanent
Death certificates   Permanent
Divorce papers   Permanent 
Employment tax for household employees   Permanent 
Home and home improvements   7 Years 
Insurance policies (expired)   4 Years
IRA contributions   Permanent
Marriage certificates   Permanent
Retirement and pension records   Permanent

 

Personal Records Retention Suggestions**

Bank Statements/cancelled checks  6 Years Invoices to customers, from vendors 7 Years
Birth certificates   Permanent  Journal vouchers 7 Years
Canceled stock and bond certificates   7 Years  Miscellaneous internal reports 3 Years
Correspondence – legal and important matters   Permanent  Board Minutes Permanent
Credit card statements   6 Years  Notes receivable 7 Years
Custody agreements   Permanent Patents, Trademarks Permanent
Death certificates   Permanent Payroll records, Time cards 7 Years
Divorce papers   Permanent  Personnel files (terminated) 7 Years
Employment tax for household employees   Permanent  Petty cash vouchers 3 Years
Home and home improvements   7 Years  Physical inventory tags 3 Years
Insurance policies (expired)   4 Years Purchase orders 7 Years
IRA contributions   Permanent Requisitions 1 Year
Marriage certificates   Permanent Sales records 1 Year
Retirement and pension records   Permanent Subsidiary GL ledgers 7 Years
    Tax returns and worksheets  Permanent

  

*Consult with your legal or financial advisor to confirm your specific needs.
**Consult with your legal, financial, HR department and records manager to confirm your specific needs and requirements.